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Microsoft reported revenue of $92.3 billion, up 19%, and Microsoft Cloud revenue of $63.9 billion, up 30%; Azure revenue grew 48%. Q2 Azure growth was guided to 49% to 50% in constant currency, with Q2 CapEx expected over $50 billion.
Microsoft recast financial results for each of the three years in the period ended June 30, 2026 for Agents and Infra and Devices and Consumer segments, without restating previously issued financial statements.
Microsoft reported 19% revenue growth and 32% net income growth; Azure revenue increased 48%, while Microsoft Cloud gross margin percentage decreased to 66%.
Microsoft reported first-quarter revenue of $92.3 billion, up 19%, and GAAP net income of $36.6 billion, up 32%, for the quarter ended September 30, 2026. Microsoft Cloud revenue was $63.9 billion, up 30% year-over-year.
Microsoft reported fiscal year 2026 revenue of $331.8 billion, up 18 percent year-over-year; Azure grew 41 percent and surpassed $100 billion, Microsoft 365 Copilot reached over 30 million paid seats, and operating income was $155.2 billion, up 21 percent.
Microsoft Corporation’s board recommends FOR 11 director nominees, the say-on-pay vote and Deloitte & Touche LLP as Independent Auditor for Fiscal Year 2027, and AGAINST proposals 4, 5, 6 and 7. Voting closes December 7, 2026 for the December 8, 2026 meeting.
Microsoft achieved fiscal year 2026 revenue of $331.8 billion and net income of $133.7 billion. Its virtual meeting on December 8, 2026, at 8:30 a.m. Pacific Time seeks approval of 12 director nominees, executive compensation and auditor ratification for 2027.
